Project Management: Showing the Demand Reference on Project Form

[SC10]

On the Demand table, and it's forms, if you use the UI action of "Create a project" on a demand, a new Project record is created and at that point the "Project" (pm_project) reference field on the Demand gets updated with the new Project's number.

With all of that said, a related list is available (not added OOB) on the Project form, to show the related demand(s) to the Project. I would instead like to simply have a reference field showing the Demand of the project, but I am not seeing this option. Is this because the current OOB setup for ServiceNow is to have many different Demands related to a Project?

[kellykaufmann]

You may want to ask this question here Space: Project Portfolio Management | ServiceNow.

Are you doing this so you can run a report of projects with their related Demands? Or just so you can see this info in the header instead of having to scroll down to a related list?

[amullendarby · Accepted solution]

Hi Shane, you are correct. Because you can have multiple Demands related to a Project, there is a related list instead of a single Demand reference field. You could create a new Demand reference field on the Project form and just manually plug in the Demand from the related list so you have it on the form. I know it is not an automated fix but it may do the trick for a quick short fix.

Then you could script a business rule that would take the first Demand in the related list and plug it into the newly created Demand field and then you would have your solution and still be able to add multiple Demands to a Project. I am just learning scripting otherwise I would come up with one for you now. I will put it on the old to do list and see if I can figure it out. Hopefully somebody else can help out or try searching the community for someone else you may have posted a similar business rule.